Filed April 17, 2009 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
PLAN MEMBER SERVICES8+ years Service code 99 · EIN 77-0309553 | Other Fees | $70,695 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,428 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,603 |
SEVEN SIMPLE MACHINES7 years Service code 16 · EIN 20-4028622 | Consulting | $5,239 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $553 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,489 | $45,000+138.9% | $143,801-25.3% | $77,906+38.0% |
| Participation rate | 97.4% | 66.8%+30.6pp | 80.3%+17.1pp | 73.7%+23.7pp |
| Annual return | -19.04% | 29.03%-48.1pp | -0.04%-19.0pp | 12.16%-31.2pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $47 | $98-51.8% | $14,680-99.7% | $133-64.2% |